Money & Meaning
The Money & Meaning Show
Join Jeff Bernier and host Mike Bernard each month as we share insights and real-world strategies to help you gain the confidence and freedom to live a life of personal significance.
Season 1/Episode 5:
Uncovering your unique abilities to create a purpose-filled life
Your unique abilities are found in places where passion, excellence, and the ability to serve others intersect. But recognizing that confluence when it happens is often easier said than done. In today’s episode of Money & Meaning, Jeff walks through processes and tools that can help you excavate and identify your greatest strengths.
Season 1/Episode 4:
Tax-efficient charitable giving: Using “free bridges” to support your personal gifting strategy
For many people, charitable giving is vital to Money & Meaning. In today’s episode, Jeff shares how the new tax law’s “free bridges” can be used to preserve your capital resources and align your gifting strategy with your personal values.
Season 1/Episode 3:
What are your great goals in life?
Great financial planning is much broader than investing alone. In today's episode of Money & Meaning, Jeff asks, "What are your great life goals?" and then shares how allocating your limited resources to support your goals can drive a better, more personalized financial plan.
Season 1/Episode 2:
Putting First Things First: 4 Questions to Help You Uncover What Matters Most
Understanding what truly matters most in our own lives is rarely as obvious as we’d like to think. In today’s episode of Money & Meaning, Jeff walks through the 4 key questions that can help ensure that the “things that matter most are never at the mercy of the things that matter least.”
Season 1/Episode 1:
It’s a Wonderful Life: Jeff’s Journey & the legacy of George Bailey
Being authentic in life is critical to achieving your goals. Jeff shares how his personal experiences have led him to his current philosophy and why, after three decades as a financial planner, he believes that aligning your values and your resources should be every investor’s number-one goal.